-70.2%
AQST price history and return analytics
+150.6%
-220.8%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.9% | -5.1% | -5.4% |
| 7D | -10.5% | -1.1% | -9.4% | -9.1% |
| 30D | +13.0% | -1.0% | +14.0% | +14.5% |
| 3M | +13.5% | +3.2% | +10.4% | +8.1% |
| 6M | +11.9% | +12.5% | -0.5% | -5.3% |
| YTD | -26.0% | +14.1% | -40.1% | -38.9% |
| 1Y | -3.4% | +18.9% | -22.3% | -24.8% |
| 3Y | +204.5% | +74.1% | +130.4% | +44.6% |
| 5Y | +7.9% | +66.9% | -59.0% | -44.8% |
| All | -70.2% | +150.6% | -220.8% | -90.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling